Set up ACH payment

Overview

ACH payments make paying for your ServiceTitan account easier and safer by using your bank account instead of a credit card.

Things to know

• Automated Clearing House (ACH) is a U.S. financial network used for electronic bank-to-bank payments. This helps eliminate additional paperwork and processes by automating the tedious task of remembering to make monthly payments much easier and faster for your business.

• ServiceTitan uses Plaid--an industry leading and super secure payment processor--to handle all ACH connections, inquiries, and payments. Learn more about Plaid's security and privacy policies.

• If Plaid cannot automatically verify your account, they will deposit a micro-deposit (a very small amount of money) into your bank account. To complete your ACH connection, within 48 hours you will be asked to confirm the exact amount of the micro-deposit, so keep your bank information handy.

• If you don't want to share your bank login credentials with Plaid, you can manually connect your bank account.        

  Note: ServiceTitan cannot see or access the bank information that you provide whether you share your bank login details with Plaid or choose to connect your bank manually.

Add ACH payment

1. Do one of the following:        

   1. If you are completing your initial account setup with ServiceTitan and you're prompted to Connect your bank account, continue to step 2.

   2. If you are already live and using ServiceTitan, go to the top toolbar and click Settings > Your Account > Billing.

2. Click Connect Your Bank.

3. Review the terms of service and click Accept. A pop-up opens to link ServiceTitan with Plaid.

4. Click Continue. The Select your bank pop-up opens. 

5. Select your bank and then enter your bank login credentials to connect your bank to ServiceTitan.        

   Note: If you have multiple accounts, select the one you want to connect and click Continue. The connected account can be savings or checking. Depending on your bank account, you see one of three states:

   1. Bank account connected: Plaid automatically connects with your bank. You don't need to take any additional steps.

   2. Pending auto verification: Plaid automatically confirms the micro-deposits and completes the ACH setup. You don't need to take any additional steps.

   3. Additional verification required: You need to manually confirm the micro-deposits that were made to the account you selected. To confirm, go to Settings > Your Account > Billing and select Verify Deposits. Enter the two small micro-deposit amounts made to your account over the last 48 hours.

6. Note: If you want to cancel at any time during the verification process, click Cancel. This lets you enter a new account number and restart the ACH verification process if you want to change your bank account number or account type. Once deposits are verified, your bank account officially connects.

      

Manually connect your bank account

If you don't want to share your bank login credentials using Plaid, you can manually connect your bank account to ServiceTitan with your bank account number and routing number.

1. Do one of the following:        

   1. If you are completing your initial account setup with ServiceTitan and you're prompted to Connect your bank account, continue to step 2.

   2. If you are already live and using ServiceTitan, go to the top toolbar and click Settings > Your Account > Billing.

2. Click Connect Your Bank.

3. Review the terms of service and click Accept. A pop-up opens to link ServiceTitan with Plaid.

4. Click Continue. The Select your bank pop-up opens.

5. In the search bar, type 'zzz' (or anything random) and then click Link with account numbers. 

6. Click Continue.

7. Select Checking or Saving and then click Continue.

8. Follow the workflow and enter your bank's routing number and your account number, and then confirm your account number.

Tip: You can update your ACH payment information at any time. Click Update for the existing bank account in Billing and repeat the setup workflow.

FAQ

Want to learn more?

• See Manage your billing information.

• Check out all things Settings.

• Read our Security at ServiceTitan white paper.